Live Webinars
Any financial plan is only as good as its assumptions. Join David Blanchett, PhD, CFA, CFP®, Head of Retirement Research and Portfolio Manager at PGIM (Prudential Financial), for…
Most financial planners have only heard two versions of the reverse mortgage story — the sales pitch that glosses over the costs, and the outdated warning that treats it as a last…
The first rule of tax planning has always been simple: defer taxes as long as possible. But a growing body of academic research complicates that advice. Some studies show real…
Featuring Wade D. Pfau, Ph.D., CFA, RICP®, this CE-eligible webinar (IAR & CFP) examines how guaranteed lifetime withdrawal benefits can fit within a broader retirement income…
Learning Objectives• Compare Traditional and Roth eligibility, funding, and tax-treatment rules.• Determine whether an IRA contribution is permitted, deductible, nondeductible,…